TOTAL WEALTH MANAGEMENT

Financial investment services, namely, management in the field of both U.S. and international stocks, bonds, equities, securities, mutual funds, real estate portfolios, exchange traded funds (ETFS), and commodities; Financial services, namely, wealth planning services; investment management; Financial investment planning services; estate planning; Financial planning for retirement; tax planning services; Financial consulting services for charitable giving; Financial planning for college; Trust services, namely, trust company services